White Oak Capital Management Consultants LLP – Portfolio Management Services (PMS)

WhiteOak Capital Asset Management Company Limited, a constituent of the WhiteOak Capital group, was established by Mr. Prashant Khemka, a distinguished investment professional with over twenty years of proven expertise. The group extends its investment management services through diverse fund structures to both retail and institutional clients across India and internationally. Its global presence is marked by offices in India, Singapore, Mauritius, Switzerland, Spain, the UK, and Dubai. Our core operational philosophy centres on a performance-driven approach, with the overarching objective of delivering robust and sustained investment returns. This commitment is underpinned by a "Performance First Culture," which prioritizes a bottom-up equity selection methodology coupled with stringent risk management protocols. The organisation is powered by a team of highly experienced financial services professionals, spearheaded by our Chief Executive Officer, Mr. Aashish Somaiyaa, who possesses over 25 years of dedicated experience in the asset management sector. The investment philosophy guiding our experienced team is anchored in the belief that superior long-term returns are achieved by investing in fundamentally strong businesses at compelling valuations. To this end, we employ a proprietary, cash-flow-centric analytical and valuation methodology, termed ‘Opco-Finco’. This framework offers distinctive insights, diverging from conventional accounting earnings-based models. In terms of portfolio construction, we maintain a balanced approach designed to harness the benefits of skilled stock selection for alpha generation. This strategy deliberately excludes market timing, sector rotations, and other top-down macroeconomic strategies, which we have observed to contribute minimal or no incremental value. The team's sustained focus on alpha generation has demonstrably resulted in leading performance relative to peers across various funds since their respective inceptions. Notably, our inaugural domestic offering, the White Oak India Equity Fund (WOIEF-I), was recognized by PMS AIF World with the award for Best Long Only CAT 3 AIF across all categories for the three years concluding 31st March 2021. Furthermore, the White Oak Group's Irish-domiciled Ashoka India Opportunities Fund (AIOF) has been identified by prominent European investment publications as the top-performing India UCITS fund since its launch in late 2018.